Added to YB: 2024-09-02
Pitch date: 2024-08-31
SMCI [neutral]
Super Micro Computer, Inc.
-24.82%
current return
Author Info
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Company Info
Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally.
Market Cap
$20.7B
Pitch Price
$43.01
Price Target
618.34 (+1813%)
Dividend
N/A
EV/EBITDA
21.54
P/E
27.60
EV/Sales
1.03
Sector
Technology Hardware, Storage and Peripherals
Category
value
Is SMCI a great server company or just another Blockbuster?
SMCI hold: Mixed signals - Q loss, -21.6% YoY rev, but trading above MAs. Low profit margin vs peers, astronomical rev growth. $1.67B cash, $2.17B debt. DCF shows $618.34 fair value, 29% undervalued. Hold until more predictable growth & software expansion.
Read full article (3 min)